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Cassaday & Co Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Cassaday & Co Wealth Management’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-850
Closed -$37.1K – 1419
2026
Q1 		$37.1K Buy
+850
New +$38.6K ﹤0.01% 672

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WHG
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's SKWD Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q2 2026, closing a stake of 850 shares — an estimated $37.1K sold.

Cassaday & Co Wealth Management first reported a position in SKWD in Q1 2026 and held it in 1 quarter. The position peaked at $37.1K in Q1 2026. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Skyward Specialty Insurance position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 850 Skyward Specialty Insurance shares in Q2 2026, an estimated $37.1K.
  • Cassaday & Co Wealth Management first reported a position in Skyward Specialty Insurance in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Skyward Specialty Insurance position peaked at $37.1K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.